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Wealthspire Advisors (New York)’s Pultegroup PHM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,930
Closed -$461K – 1059
2025
Q4 		$461K Buy
3,930
+3,411
+657% +$418K ﹤0.01% 641
2025
Q3 		$68.6K Buy
+519
New +$64.5K ﹤0.01% 1131
2019
Q1 		– Sell
-208
Closed -$5K – 598
2018
Q4 		$5K Buy
+208
New +$5.14K ﹤0.01% 652

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VCM
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State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s PHM Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 3,930 shares — an estimated $461K sold.

Wealthspire Advisors (New York) first reported a position in PHM in Q4 2018 and held it in 3 quarters. The position peaked at $461K in Q4 2025. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,930 Pultegroup shares in Q1 2026, an estimated $461K.
  • Wealthspire Advisors (New York) first reported a position in Pultegroup in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Pultegroup position peaked at $461K in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.